No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| CAPITAL ADVANTAGE ASSURANCE COMPANY EIN 45-5492167 NONE | Direct payment from the plan; Contract Administrator Service code 13 | — | $425K |
| LABORERS LOCAL UNION NO. 158 H&W FD EIN 23-1608209 PLAN ADMIN. | Plan Administrator; Direct payment from the plan Service code 14 | — | $170K |
| CHARTWELL INVESTMENT PARTNERS LLC EIN 36-4776242 NONE | Soft dollars commissions; Named fiduciary; Investment management fees paid directly by plan; Investment management Service code 28 | — | $116K |
| BOYD WATTERSON ASSET MANAGEMENT EIN 34-1922005 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $87K |
| INTERCONTINENTAL REAL ESTATE CORP. EIN 04-2895544 NONE | Investment management fees paid directly by plan; Investment management Service code 28 | — | $55K |
| HARDMAN JOHNSTON GLOBAL ADVISORS EIN 13-3257590 NONE | Investment management; Investment management fees paid directly by plan Service code 28 | — | $43K |
| ELLIN & TUCKER, CHARTERED EIN 52-0959934 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $43K |
| IPS GROUP INC EIN 58-1645832 NONE | Investment advisory (plan); Investment management fees paid directly by plan; Consulting (general) Service code 16 | — | $36K |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC EIN 52-1796473 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $30K |
| SCHRECKENGAUST, YOUNG & ASSOCIATES EIN 81-1015632 NONE | Accounting (including auditing); Direct payment from the plan Service code 10 | — | $18K |
| CONRAD SIEGEL ACTUARIES EIN 23-1669823 NONE | Actuarial; Direct payment from the plan Service code 11 | — | $10K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 900 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 900 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 667 | $173K |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 667 | $173K |
| Stop-loss / reinsurancereinsurance | AVALON INSURANCE COMPANY | 900 | $519K |
| Other | METROPOLITAN LIFE INSURANCE COMPANY | 667 | $173K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 900 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.